View Custom Reports

View Analytics Reports configured for you.

Plan Availability:

Overview

View Analytics Reports configured for you in the Custom Reports page. Custom analytics reports can be created and configured by Administrators.

Permissions

AWS QuickSight Account Required

Prior to being able to download user activity logs for one user or all in your organization, ensure that an Amazon Web Services (AWS) QuickSight is configured. Amazon QuickSight powers data-driven organizations with unified business intelligence (BI).

The following message displays if your ProcessMaker Platform instance is not configured to your AWS QuickSight: Unable to connect. If this message displays, please contact your Customer Success Manager to address this.

Follow these steps to view Custom Reports:

1. Log on to ProcessMaker Platform.

2. Click the Analytics option from the top menu. The Analytics panel displays the Default Reports page by default.

3. From the left sidebar, click the Custom Reports option. The Custom Reports panel displays your custom analytics reports: Note: If there are no reports configured, then this section is empty. View instructions for creating custom analytics reports.
4. Hover over one of the following types of graphics as follows:

   • Hover over a pie chart to see the percentage of Requests processed in your organization.

     

     The number of Requests processed as displayed by category
   • Hover over a dot in a linear chart to see the number of all Requests per Process by date.

     

     Linear graphic showing the number of Requests per Process by date
5. Optionally, click the View button to open the chart in another screen.

   

   A linear graphic displaying on a separate screen
6. Click the Close button to close the screen.

• View instructions on how to create and configure a custom analytics report.

• See an example of how to create a custom analytics report.

Related Topics

Process Analytics Home

Analytics Management

Create a Custom Analytics Report